Civic Intelligence

Legacy Foundation Inc.

990 • Fiscal year 2016 • EIN 35-1872803

Jan 01, 2016 to Dec 31, 2016 • Filed on Jun 19, 2017

1000 E 80th Place No 402 NMerrillville, IN 46410

(219) 736-1880

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

37th percentile

0.19x

Higher debt load relative to assets than 37% of similar nonprofits.

2016 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2016

Liabilities / Revenue

85th percentile

2.53x

Higher debt load relative to revenue than 85% of similar nonprofits.

2016 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2016

Net Margin

65th percentile

6.7%

Higher net margin than 65% of similar nonprofits.

2016 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2016

Top Officer Pay

7th percentile

$119,308

Higher top officer pay than 7% of similar nonprofits.

Top officer pay equals 3.2% of source-year revenue.

2016 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2016

Asset Growth

35th percentile

-0.9%

Faster asset growth than 35% of similar nonprofits.

2016 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2015 to 2016

Revenue Growth

11th percentile

-29%

Faster revenue growth than 11% of similar nonprofits.

2016 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2015 to 2016

Assets

Down

$50,847,039

Down $451,678 (-0.9%) from 2015

Net Assets

Up

$41,417,664

Up $1,641,050 (+4.1%) from 2015

Liabilities

Down

$9,429,375

Down $2,092,728 (-18%) from 2015

Revenue

Down

$3,721,632

Down $1,489,617 (-29%) from 2015

Expenses

Down

$3,472,108

Down $349,637 (-9.1%) from 2015

Net Income

Down

$249,524

Down $1,139,980 (-82%) from 2015

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$150M$100M$50M$0Assets 2010: $32,921,125Liabilities 2010: $9,095,481Net Assets 2010: $23,825,6442010Assets 2011: $39,793,836Liabilities 2011: $11,123,719Net Assets 2011: $28,670,1172011Assets 2012: $41,840,679Liabilities 2012: $11,680,080Net Assets 2012: $30,160,5992012Assets 2013: $46,819,671Liabilities 2013: $12,728,875Net Assets 2013: $34,090,7962013Assets 2014: $50,103,420Liabilities 2014: $11,272,645Net Assets 2014: $38,830,7752014Assets 2015: $51,298,717Liabilities 2015: $11,522,103Net Assets 2015: $39,776,6142015Assets 2016: $50,847,039Liabilities 2016: $9,429,375Net Assets 2016: $41,417,6642016Assets 2017: $57,406,859Liabilities 2017: $10,172,501Net Assets 2017: $47,234,3582017Assets 2018: $58,448,948Liabilities 2018: $10,559,746Net Assets 2018: $47,889,2022018Assets 2019: $67,598,357Liabilities 2019: $10,334,157Net Assets 2019: $57,264,2002019Assets 2020: $82,702,603Liabilities 2020: $11,411,185Net Assets 2020: $71,291,4182020Assets 2021: $89,947,975Liabilities 2021: $11,991,798Net Assets 2021: $77,956,1772021Assets 2022: $75,398,108Liabilities 2022: $9,975,000Net Assets 2022: $65,423,1082022Assets 2023: $84,051,402Liabilities 2023: $10,904,337Net Assets 2023: $73,147,0652023Assets 2024: $123,834,639Liabilities 2024: $12,987,962Net Assets 2024: $110,846,6772024

Highlighted filing

2016

Assets$50,847,039
Liabilities$9,429,375
Net Assets$41,417,664

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$60M$40M$20M$0-$20MExpenses 2010: $3,079,6222010Expenses 2011: $2,759,6032011Expenses 2012: $2,518,7772012Expenses 2013: $2,791,9182013Revenue 2014: $5,067,451Expenses 2014: $6,116,017Net Income 2014: -$1,048,5662014Revenue 2015: $5,211,249Expenses 2015: $3,821,745Net Income 2015: $1,389,5042015Revenue 2016: $3,721,632Expenses 2016: $3,472,108Net Income 2016: $249,5242016Revenue 2017: $5,107,898Expenses 2017: $3,771,125Net Income 2017: $1,336,7732017Revenue 2018: $10,230,677Expenses 2018: $4,191,981Net Income 2018: $6,038,6962018Revenue 2019: $8,080,055Expenses 2019: $4,277,525Net Income 2019: $3,802,5302019Revenue 2020: $16,103,447Expenses 2020: $6,741,036Net Income 2020: $9,362,4112020Revenue 2021: $23,418,316Expenses 2021: $5,769,114Net Income 2021: $17,649,2022021Revenue 2022: $980,728Expenses 2022: $5,598,888Net Income 2022: -$4,618,1602022Revenue 2023: $4,887,322Expenses 2023: $6,109,239Net Income 2023: -$1,221,9172023Revenue 2024: $43,070,819Expenses 2024: $7,969,647Net Income 2024: $35,101,1722024

Highlighted filing

2016

Revenue$3,721,632
Expenses$3,472,108
Net Income$249,524
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Jun 19, 2017
Return Version
2016v3.0
Gross Receipts
$8,021,023
Mission and Program Overview

Mission

The legacy foundation, inc. Will seek and accept endowments from public and private sources and distribute grants for community enhancing projects and other charitable purposes.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$45,877,230$49,135,609▲ $3,258,379
Savings and Temporary Cash Investments$2,044,826$1,277,486▼ $767,340
Cash and Non-Interest-Bearing Accounts$361,018$290,784▼ $70,234
Pledges and Grants Receivable$221,161$126,711▼ $94,450
Prepaid Expenses and Deferred Charges$7,993$11,303▲ $3,310
Land, Buildings, and Equipment, Net$13,628$5,146▼ $8,482
Total Assets$48,525,856$50,847,039▲ $2,321,183
Liabilities
Escrow Account Liability$7,497,422$8,602,828▲ $1,105,406
Other Liabilities$522,698$561,395▲ $38,697
Grants Payable$173,124$257,859▲ $84,735
Deferred Revenue$238,439--
Accounts Payable and Accrued Expenses$25,961$7,293▼ $18,668
Total Liabilities$8,457,644$9,429,375▲ $971,731
Net Assets / Fund Balance
Temporarily Rstr Net Assets$25,097,562$40,462,246▲ $15,364,684
Permanently Rstr Net Assets$14,668,089$0▼ $14,668,089
Unrestricted Net Assets$302,561$955,418▲ $652,857
Total Net Assets Fund Balance$40,068,212$41,417,664▲ $1,349,452
Total Liabilities and Net Assets / Fund Balance$48,525,856$50,847,039▲ $2,321,183

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$5,146$73,090$78,236

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$46,727,353$1,801,872▲ $3,912,246$128,041$49,065,074
2015$39,494,691-▲ $10,017,771$869,258$46,727,353
2014$38,557,347$4,357,454▲ $663,991$761,449$39,494,691
2013$33,714,222$2,171,881▲ $5,014,615-$38,557,347
2012$29,681,217$1,640,538▲ $4,158,582-$33,714,222
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Carolyn SaxtonPresidentFT$115,966$3,342$119,308

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$1,819,483
Program Service Revenue
$0
Investment Income
$1,850,813
Other Revenue
$51,336
All Other Contributions
$1,819,483
Change in Net Assets
$249,524

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,599,365
Revenue Not Reported on Financial Statements
$1,122,267
Revenue Not Reported on Form 990
$2,756,741
Other Revenue Adjustments
$887,033
Total Revenue per Audited Statements
$5,356,106
Total Revenue per Form 990
$3,721,632
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$2,426,784
Other Expenses$624,311
Salaries, Compensation, and Employee Benefits$421,013
Total Fundraising Expense$234,744
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$2,213,478--$2,213,478
Other Salaries and Wages$95,734$59,834$83,767$239,335
Fees for Service Investment Mgmnt Fees-$235,234-$235,234
Grants to Domestic Individuals$213,306--$213,306
Current Officers, Directors, Trustees, and Key Employees$47,722$29,828$41,758$119,308
Occupancy$9,791$32,637$22,846$65,274
Fees for Services Accounting$18,000$18,547$18,001$54,548
Information Technology$10,456$10,772$10,455$31,683
Other Employee Benefits$11,433$7,145$10,003$28,581
Payroll Taxes$11,142$6,964$9,750$27,856
Office Expenses$7,922$8,386$8,050$24,358
Conferences and Meetings$4,385$4,519$4,386$13,290
Travel$3,770$3,885$3,770$11,425
Depreciation Depletion$2,120$4,241$2,121$8,482
Other Expenses$683$5,147$1,635$7,465
All Other Expenses$2,229$2,296$2,437$6,962
Pension Plan Contributions$2,373$1,483$2,077$5,933
Insurance$1,013$1,043$1,012$3,068
Advertising--$516$516
Fees for Services Other$85$88$85$258
Total Functional Expenses$2,800,962$436,402$234,744$3,472,108

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$3,472,108
Total Expenses per Audited Statements$3,289,059
Expenses per Audited Statements$2,737,652
Expenses Not Reported on Financial Statements$734,456
Expenses Not Reported on Form 990$551,407
Other Expense Adjustments$499,222
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
South Shore Arts IncMunster, IN501(c)(3)to further the exempt purpose of the organization$323,331
Chicago LighthouseChicago, IL501(c)(3)to further the exempt purpose of the organization$120,000
Ancilla SystemsHobart, IN501(c)(3)to further the exempt purpose of the organization$113,185
Treasurer of the State of IndianaIndianapolis, INGovtto further the exempt purpose of the organization$105,000
Crossroads YMCAGriffith, IN501(c)(3)to further the exempt purpose of the organization$87,298
Families Anchored In Total HarmonyGary, IN501(c)(3)to further the exempt purpose of the organization$50,000
Hammond Public LibraryHammonD, IN501(c)(3)to further the exempt purpose of the organization$43,038
Franciscan CommunitiesSt Anthony CampusCrown Point, IN501(c)(3)to further the exempt purpose of the organization$42,383
Boys & Girls Clubs of NWIGary, IN501(c)(3)to further the exempt purpose of the organization$41,825
Tradewinds Services IncGary, IN501(c)(3)to further the exempt purpose of the organization$38,872
Challenger Learning Center of Northwest IndianaHammond, IN501(c)(3)to further the exempt purpose of the organization$35,603
Miller Beach Arts & Creative DistrictGary, IN501(c)(3)to further the exempt purpose of the organization$34,688
Maria Reiner Center (City of Hobart)HobarT, INGovtto further the exempt purpose of the organization$30,000
Sojourner Truth HouseGary, IN501(c)(3)to further the exempt purpose of the organization$28,646
Meals On Wheels Of Northwest Indiana IncMerrillville, IN501(c)(3)to further the exempt purpose of the organization$27,408
Habitat for Humanity of Northwest Indiana IncGary, IN501(c)(3)to further the exempt purpose of the organization$26,935
Hammond Education Foundation IncHammond, IN501(c)(3)to further the exempt purpose of the organization$26,500
Communities In Schools Of East Chicago IncorporatedEast Chicago, IN501(c)(3)to further the exempt purpose of the organization$25,278
Bead TownChiCAGO, IL501(c)(3)to further the exempt purpose of the organization$25,000
Blue 1647chiCAGO, IL501(c)(3)to further the exempt purpose of the organization$25,000
Changing Lives and Changing Patterns INcGary, IN501(c)(3)to further the exempt purpose of the organization$25,000
Food Bank of Northwest IndianaGary, IN501(c)(3)to further the exempt purpose of the organization$25,000
Northwest Indiana Paddling AssociationValparaiso, IN501(c)(3)to further the exempt purpose of the organization$25,000
Trustees of Indiana UniversityBloomington, IN501(c)(3)to further the exempt purpose of the organization$25,000
City Life CenterGary, IN501(c)(3)to further the exempt purpose of the organization$24,450
Salvation ArmyMunster, IN501(c)(3)to further the exempt purpose of the organization$22,605
Decay DevilsGary, IN501(c)(3)to further the exempt purpose of the organization$22,000
Calumet College of St JosephWhiting, IN501(c)(3)to further the exempt purpose of the organization$21,721
School City of HobartHobart, IN501(c)(3)to further the exempt purpose of the organization$21,114
Northwest Indiana Symphony Society IncMunster, IN501(c)(3)to further the exempt purpose of the organization$21,002
Catholic Charities of the Diocese Of Gary IncGary, IN501(c)(3)to further the exempt purpose of the organization$20,475
One RegionMunster, IN501(c)(3)to further the exempt purpose of the organization$20,000
South Lake County Community Services IncCrown Point, IN501(c)(3)to further the exempt purpose of the organization$19,390
Accion Chicago IncChicago, IL501(c)(3)to further the exempt purpose of the organization$17,500
St Joseph's Carmelite HomeEast Chicago, IN501(c)(3)to further the exempt purpose of the organization$16,250
Urban League of Northwest Indiana IncGary, IN501(c)(3)to further the exempt purpose of the organization$16,000
Lake Area United WayGriffith, IN501(c)(3)to further the exempt purpose of the organization$15,816
Calumet Artist Residency IncGary, IN501(c)(3)to further the exempt purpose of the organization$15,399
NWI Volunteer Lawyers IncHobarT, IN501(c)(3)to further the exempt purpose of the organization$15,295
Girl Scouts of Greater Chicago and Northwest IndianaChicago, IL501(c)(3)to further the exempt purpose of the organization$15,231
Indiana University FoundationBloomington, IN501(c)(3)to further the exempt purpose of the organization$15,000
Ivy Tech Foundation IncvaLPARAISO, IN501(c)(3)to further the exempt purpose of the organization$14,077
Early Learning Partnership of Northwest IndianaHAMMond, IN501(c)(3)to further the exempt purpose of the organization$14,000
Pathway To Adventure Council Boy Scouts of AmericaMunster, IN501(c)(3)to further the exempt purpose of the organization$13,845
White's Residential and Family ServicesCrown Point, IN501(c)(3)to further the exempt purpose of the organization$13,650
CRWorks IncGary, IN501(c)(3)to further the exempt purpose of the organization$13,425
Girls On The Run Of Northwest Indiana IncHighland, IN501(c)(3)to further the exempt purpose of the organization$13,336
St Anthony Medical Center IncCrown PoinT, IN501(c)(3)to further the exempt purpose of the organization$13,284
HealthLinc IncValparaiso, IN501(c)(3)to further the exempt purpose of the organization$12,500
Nazareth HomeEast Chicago, IN501(c)(3)to further the exempt purpose of the organization$12,500
Indiana Dunes Environmental Learning Center IncChesterton, IN501(c)(3)to further the exempt purpose of the organization$12,363
City of Gary - Parks DepartmentGary, IN501(c)(3)to further the exempt purpose of the organization$12,100
Honor Flight ChicagoChicago, IL501(c)(3)to further the exempt purpose of the organization$11,000
Hobart Community FoundationHobart, IN501(c)(3)to further the exempt purpose of the organization$10,978
Shirley Heinze Land Tr IncValparaiso, IN501(c)(3)to further the exempt purpose of the organization$10,359
St Jude HouseCrown Point, IN501(c)(3)to further the exempt purpose of the organization$10,140
Chicagoland Immigrant Welcome NetworkMunster, IN501(c)(3)to further the exempt purpose of the organization$10,000
Devoted 2 HealingHammond, IN501(c)(3)to further the exempt purpose of the organization$10,000
Fractured AtlasNew York, NY501(c)(3)to further the exempt purpose of the organization$10,000
Hobart Food Pantry IncorporatedHobart, IN501(c)(3)to further the exempt purpose of the organization$10,000
International Institute LACASA IncEast Chicago, IN501(c)(3)to further the exempt purpose of the organization$10,000
Make-A-WishPhoenix, IN501(c)(3)to further the exempt purpose of the organization$10,000
Planned Parenthood of Indiana and KentuckyIndianapolis, IN501(c)(3)to further the exempt purpose of the organization$10,000
Portage Township YMCAPortage, IN501(c)(3)to further the exempt purpose of the organization$10,000
The First Tee of HammondHammond, IN501(c)(3)to further the exempt purpose of the organization$10,000
Trinity Lutheran SchoolHobart, IN501(c)(3)to further the exempt purpose of the organization$10,000
Hospice of the Calumet Area IncMunster, IN501(c)(3)to further the exempt purpose of the organization$9,381
Hobart Family YMCAHObart, IN501(c)(3)to further the exempt purpose of the organization$7,916
NWI Small Business Development CenterCrown Point, IN501(c)(3)to further the exempt purpose of the organization$7,900
Miller Community Fund IncGary, IN501(c)(3)to further the exempt purpose of the organization$7,750
Better Block FoundationDallas, TX501(c)(3)to further the exempt purpose of the organization$7,500
Neighbors' Educational OpportunitiesPortage, IN501(c)(3)to further the exempt purpose of the organization$7,500
Gary Shakespeare CompanyGary, IN501(c)(3)to further the exempt purpose of the organization$6,350
Hobart Historical SocietyHobart, IN501(c)(3)to further the exempt purpose of the organization$5,941
Christmas in April Hobart Lake StationHobart, IN501(c)(3)to further the exempt purpose of the organization$5,700
Lake County Public LibraryMerrillville, IN501(c)(3)to further the exempt purpose of the organization$5,652
Mayo Clinic FoundationRochester, MN501(c)(3)to further the exempt purpose of the organization$5,652
Indiana Association for Community Exonomic DevelopmentIndianapolis, IN501(c)(3)to further the exempt purpose of the organization$5,406
Franciscan AllianceCrown Point, IN501(c)(3)to further the exempt purpose of the organization$5,183
Alzheimer's AssociationIndianapolis, IN501(c)(3)to further the exempt purpose of the organization$5,000
Big Brothers-Big SistersChiCAGO, IL501(c)(3)to further the exempt purpose of the organization$5,000
Gary International Black Film FestivalGary, IN501(c)(3)to further the exempt purpose of the organization$5,000
Indiana Teen Challenge IncLebanon, IN501(c)(3)to further the exempt purpose of the organization$5,000
Pack Away HungerIndianapolis, IN501(c)(3)to further the exempt purpose of the organization$5,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Annuities Payable$561,395
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, line 11B

President, officers and directors review form 990 and related schedules prior to signing and filing.

Form 990, Part VI, Section B, line 12C

Conflict of interest statements are monitored annually at the beginning of the fiscal year. Each board member shall disclose in writing any interest held by self or immediate family including with a charitable or community organization, business enterprise or consulting work or affiliation with organizations that may create an interest or bias with respect to the foundation's action.

Form 990, Part VI, Section B, line 15

Compensation review and approval is performed annually by the executive committee. The committee utilizes the council on foundations, indiana grantmakers alliance and local salary survey information in review of compensation.

Form 990, Part VI, Section C, line 19

The foundation's annual report is mailed to all fund holders, donors and other stakeholders. Guidestar is updated with the foundation's current governing documents. Current and past annual reports, form 990, articles of incorporation and by-laws are available upon request or by visiting the foundation website. Other governing documents are available upon request.

Filing and Contact Details

Filer

Filer Name
Legacy Foundation Inc
EIN
35-1872803
Phone
2197361880
Address
1000 E 80th Place No 402 N, Merrillville, IN 46410

Signing Officer

Name
Carolyn Saxton
Title
President
Phone
2197361880
Signed
2017-06-19
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Carolyn Saxton
Formed
1992
Legal Domicile
In
Voting Board Members
23
Independent Board Members
23
Employees
8
Volunteers
43

Preparer

Firm
Blue & Co LLC
Address
813 West Second Street, Seymour, IN 47274
Preparer
Kandy L Wischmeier CPA
Phone
8125228416
Supplemental Narrative

Additional Explanations

Form 990, Part XI, line 9:

Sfas 136 adjustment -387,811. Change in value of split interest agreement -94,913.

Form 990, Part XII, Line 2C

The procedures the audit committee takes annually did not change in the current year.

Financial Statement Notes

Part IV, Line 2B:

Custodial funds represent funds placed on deposit with legacy foundation by other 501(c)(3) organizations based on their individual board resolutions.

Part V, Line 4:

Term endowments are invested and the principal and earnings are used for grants, community enhancing projects and other charitable purposes.

Part X, Line 2:

The Foundation is a not-for-profit corporation as described in Section 501(c)(3) of the Internal Revenue Code and is exempt from federal taxes on related income pursuant to Section 501(a) of the Code. Accounting principles generally accepted in the United States of America require management to evaluate tax positions taken by the Council and recognize a tax liability if the Council has taken an uncertain position that more likely than not would not be sustained upon examination by various federal and state taxing authorities. Management has analyzed the tax positions taken by the Foundation, and has concluded that as of December 31, 2016 and 2015, there are no uncertain positions taken or expected to be taken that would require recognition of a liability or disclosure in the accompanying financial statements. The Foundation is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. As such, the Council is generally exempt from income taxes. However, the Council is required to file Federal Form 990 Return of Organization Exempt from Income Tax which is an informational return only.

Part XI, Line 2D - Other Adjustments:

Administrative fees 551,407. Change in value of split interest agreements -94,913.

Part XI, Line 4B - Other Adjustments:

Sfas 136 adjustment 887,033.

Part XII, Line 2D - Other Adjustments:

Administrative fees 551,407.

Part XII, Line 4B - Other Adjustments:

Sfas 136 adjustment 499,222.

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IRS990/ActivityOrMissionDesc0THE LEGACY FOUNDATION, INC. WILL SEEK AND ACCEPT ENDOWMENTS FROM PUBLIC AND PRIVATE SOURCES AND DISTRIBUTE GRANTS FOR COMMUNITY ENHANCING PROJECTS AND OTHER CHARITABLE PURPOSES.
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IRS990/Desc0LEGACY FOUNDATION PROVIDED TOTAL GRANTS IN 2016 EXCEEDING $2,000,000. OPERATIONAL SUPPORT WAS PROVIDED FOR ONGOING OPERATIONS. THIS INCLUDED AMOUNTS FOR EQUIPMENT, SUPPLIES, PROGRAMMING AND SERVICES TO SEVERAL CHARITABLE ORGANIZATIONS. COLLEGE SCHOLARSHIPS WERE AWARDED FOR INDIVIDUALS. LEGACY FOUNDATION AWARDED SCHOLARSHIPS TO INDIVIDUALS TO ASSIST WITH POST-SECONDARY EDUCATION COSTS.
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IRS990/Form990PartVIISectionAGrp/PersonNm2SHAR MILLER
IRS990/Form990PartVIISectionAGrp/PersonNm3Matthew Doyle
IRS990/Form990PartVIISectionAGrp/PersonNm4ALEXIS VAZQUEZ DEDELOW
IRS990/Form990PartVIISectionAGrp/PersonNm5Benjamin Bochnowski
IRS990/Form990PartVIISectionAGrp/PersonNm6ChRISTOPHER WHITE
IRS990/Form990PartVIISectionAGrp/PersonNm7DANA RIFAI
IRS990/Form990PartVIISectionAGrp/PersonNm8DAVE AUSTGEN
IRS990/Form990PartVIISectionAGrp/PersonNm9DAVE RYAN
IRS990/Form990PartVIISectionAGrp/PersonNm10Gregory Gorden
IRS990/Form990PartVIISectionAGrp/PersonNm11James Dunne
IRS990/Form990PartVIISectionAGrp/PersonNm12Jill Jones
IRS990/Form990PartVIISectionAGrp/PersonNm13Kenneth Wilk
IRS990/Form990PartVIISectionAGrp/PersonNm14MATTHEW H GLAROS
IRS990/Form990PartVIISectionAGrp/PersonNm15MICHAEL SUGGS
IRS990/Form990PartVIISectionAGrp/PersonNm16Nancy Clifford
IRS990/Form990PartVIISectionAGrp/PersonNm17R LOUIE GONZALEZ
IRS990/Form990PartVIISectionAGrp/PersonNm18RICHARD LEVERETT
IRS990/Form990PartVIISectionAGrp/PersonNm19Robert Gardiner
IRS990/Form990PartVIISectionAGrp/PersonNm20Shannon L Noder
IRS990/Form990PartVIISectionAGrp/PersonNm21Shelbie Byers
IRS990/Form990PartVIISectionAGrp/PersonNm22CAROLYN SAXTON
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt220
IRS990/Form990PartVIISectionAGrp/TitleTxt0Vice Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt1Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETarY
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5dIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6dIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8dIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10dIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11dIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12dIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13dIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14dIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17dIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18dIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt19dIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt20dIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt21dIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt22President
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01992
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0477748
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt023
IRS990/GrantAmt02426784
IRS990/GrantsPayableGrp/BOYAmt0173124
IRS990/GrantsPayableGrp/EOYAmt0257859
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt0213306
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0213306
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt02213478
IRS990/GrantsToDomesticOrgsGrp/TotalAmt02213478
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt04777139
IRS990/GrossReceiptsAmt08021023
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt023
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt010455
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt010772
IRS990/InformationTechnologyGrp/ProgramServicesAmt010456
IRS990/InformationTechnologyGrp/TotalAmt031683
IRS990/InsuranceGrp/FundraisingAmt01012
IRS990/InsuranceGrp/ManagementAndGeneralAmt01043
IRS990/InsuranceGrp/ProgramServicesAmt01013
IRS990/InsuranceGrp/TotalAmt03068
IRS990/InvestmentIncomeGrp/ExclusionAmt01373065
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01373065
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt045877230
IRS990/InvestmentsPubTradedSecGrp/EOYAmt049135609
IRS990/IRPDocumentCnt013
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt073090
IRS990/LandBldgEquipBasisNetGrp/BOYAmt013628
IRS990/LandBldgEquipBasisNetGrp/EOYAmt05146
IRS990/LandBldgEquipCostOrOtherBssAmt078236
IRS990/LegalDomicileStateCd0IN
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt04299391
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE LEGACY FOUNDATION, INC. WILL SEEK AND ACCEPT ENDOWMENTS FROM PUBLIC AND PRIVATE SOURCES AND DISTRIBUTE GRANTS FOR COMMUNITY ENHANCING PROJECTS AND OTHER CHARITABLE PURPOSES.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt040068212
IRS990/NetAssetsOrFundBalancesEOYAmt041417664
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IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0477748
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt02300247
IRS990/NondeductibleContributionsInd00
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IRS990/OccupancyGrp/ManagementAndGeneralAmt032637
IRS990/OccupancyGrp/ProgramServicesAmt09791
IRS990/OccupancyGrp/TotalAmt065274
IRS990/OfficeExpensesGrp/FundraisingAmt08050
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt08386
IRS990/OfficeExpensesGrp/ProgramServicesAmt07922
IRS990/OfficeExpensesGrp/TotalAmt024358
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
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IRS990/OrganizationFollowsSFAS117Ind0X
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IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt010003
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt07145
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt011433
IRS990/OtherEmployeeBenefitsGrp/TotalAmt028581
IRS990/OtherExpensesGrp/Desc0PROGRAM EXPENSES
IRS990/OtherExpensesGrp/Desc1DUES AND SUBSCRIPTIONS
IRS990/OtherExpensesGrp/Desc2DONOR DEVELOPMENT EXPEN
IRS990/OtherExpensesGrp/Desc3MISCELLANEOUS
IRS990/OtherExpensesGrp/FundraisingAmt04225
IRS990/OtherExpensesGrp/FundraisingAmt17850
IRS990/OtherExpensesGrp/FundraisingAmt21635
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt04353
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt15147
IRS990/OtherExpensesGrp/ProgramServicesAmt0141095
IRS990/OtherExpensesGrp/ProgramServicesAmt14225
IRS990/OtherExpensesGrp/ProgramServicesAmt2683
IRS990/OtherExpensesGrp/TotalAmt0141095
IRS990/OtherExpensesGrp/TotalAmt112803
IRS990/OtherExpensesGrp/TotalAmt27850
IRS990/OtherExpensesGrp/TotalAmt37465
IRS990/OtherLiabilitiesGrp/BOYAmt0522698
IRS990/OtherLiabilitiesGrp/EOYAmt0561395
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0miscellaneous revenue
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt051336
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt051336
IRS990/OtherRevenueTotalAmt051336
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt083767
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt059834
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt095734
IRS990/OtherSalariesAndWagesGrp/TotalAmt0239335
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt09750
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt06964
IRS990/PayrollTaxesGrp/ProgramServicesAmt011142
IRS990/PayrollTaxesGrp/TotalAmt027856
IRS990/PensionPlanContributionsGrp/FundraisingAmt02077
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt01483
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt02373
IRS990/PensionPlanContributionsGrp/TotalAmt05933
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt014668089
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0221161
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0126711
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt07993
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt011303
IRS990/PrincipalOfficerNm0CAROLYN SAXTON
IRS990/PriorPeriodAdjustmentsAmt0-717595
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0728269
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt01087435

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$124$13.0$111$43.1$7.97$35.1
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$84.1$10.9$73.1$4.89$6.11$1.22
2022Detailed filing. Detailed filing data is available for this year.$75.4$9.98$65.4$0.98$5.60$4.62
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$89.9$12.0$78.0$23.4$5.77$17.6
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$82.7$11.4$71.3$16.1$6.74$9.36
2019Detailed filing. Detailed filing data is available for this year.$67.6$10.3$57.3$8.08$4.28$3.80
2018Detailed filing. Detailed filing data is available for this year.$58.4$10.6$47.9$10.2$4.19$6.04
2017Detailed filing. Detailed filing data is available for this year.$57.4$10.2$47.2$5.11$3.77$1.34
2016Detailed filing. Detailed filing data is available for this year.$50.8$9.43$41.4$3.72$3.47$0.25
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$51.3$11.5$39.8$5.21$3.82$1.39
2014Detailed filing. Detailed filing data is available for this year.$50.1$11.3$38.8$5.07$6.12$1.05
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$46.8$12.7$34.1$2.79
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$41.8$11.7$30.2$2.52
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$39.8$11.1$28.7$2.76
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$32.9$9.10$23.8$3.08